SCCVX Mutual Fund

SCCVX Mutual Fund

NAV$15.03
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Returns Overview

1 Month
-7.80%
3 Months
-10.78%
6 Months
+6.20%
YTD
+13.31%
1 Year
+12.86%
3 Years (annualized)
+12.72%
5 Years (annualized)
+4.40%
10 Years (annualized)
+7.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SCCVX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+13.31%
Peer Avg (YTD)
+10.34%
vs Peers
+2.97%

SCCVX Mutual Fund Performance

SCCVX performance across multiple time periods: 1-month -7.80%, YTD 13.31%, 1-year 12.86%, 3-year 12.72%, 5-year 4.40%, 10-year 7.22%.

SCCVX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.92%, investors should weigh costs against performance when evaluating this mutual fund.

SCCVX vs another fund shows side-by-side returns. SCCVX alternatives are available in the Mutual Fund Screener.